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As a marketing agency, you are always looking for ways to streamline and automate your processes and save time. Project management software can be a great way to do this.

There are various all in one agency management software programs, each with its features. But what exactly is project management software?

Marketing agency project management tool helps you plan, execute, and track your marketing projects. This can include everything from developing a new marketing campaign to launching a new product.

With project management software, you can create detailed project plans, assign tasks to team members, set deadlines, and track your progress. This ensures everybody is on the same page and meeting deadlines.

There are several benefits to using project management software for your marketing projects. It can help you save time, stay organized, and complete your projects on time and within budget.

What is a Marketing Agency?

A marketing agency is a company that helps businesses advertise and market their goods and services. A competent marketing firm will have a group of professionals who can help you create a marketing plan, execute it, and track the results.

There are various types of marketing agencies. Still, the best ones will offer a full range of services, from market research to advertising and public relations. If you're serious about growing your business, you should partner with a top marketing agency.

The advantages of collaborating with a marketing agency are numerous. First, you'll have access to a team of experienced professionals who understand the ins and outs of marketing. You can focus on running your company while they handle the marketing.

Second, a good marketing agency will have a network of contacts in the industry. It can be quite helpful for things like promoting your products or services.

Finally, a marketing agency can save you time and money. They can help you avoid costly mistakes, and they can negotiate better rates with vendors.

Check This: Creative Agency Project Management Software

What is Marketing Project Management Software?

Marketing project management software is a tool with capabilities of project management, resource allocation, resource planning, marketing campaigns, and marketing project tracking.

The marketing teams benefit from its assistance with campaign planning, task management, baseline management, workload management, time monitoring, and team cooperation.

How does a Marketing Agency use Project Management Software?

Marketing agencies are often very fast-paced and must keep track of many projects simultaneously. This is where project management software can be a huge help. By using all in one agency management software, marketing agencies can keep track of all their projects in one place and ensure they are on track and meeting deadlines.

Project management software can also greatly assist marketing agencies when collaborating with clients. By using project management software, agencies can keep their clients current on the progress of their projects and ensure that they are happy with the work being done.

If you're a marketing agency, consider using project management software to help you with your work. It can help you keep track of your projects and ensure you meet deadlines. It can also be an acceptable way to update your clients on the project status.

Seven Key Questions to Ask Before Investing in Project Management Tools

As a marketing agency business owner, you want to do everything you can to ensure the success of your projects. That's why you may be considering investing in project management software.

Before you make this decision, there are some essential questions you need to ask yourself. By doing so, you can ensure that you're choosing the right software for your business.

1. What are your project management needs?

Before you start shopping for project management software, it's crucial to take a step back and assess your needs. What specific features and functionality are you looking for in a project management tool? Write a list of must-haves and nice-to-haves to help narrow down your options.

2. What's your budget?

Your budget and knowing which project management system to purchase are two things to consider when investing in project management software. There is a wide range of pricing options, so it's essential to find something that fits your budget.

Remember that you often get what you pay for when it comes to software, so feel free to invest in a tool with the features and functionality you need.

3. What's your team's size and project management experience?

Another essential factor to consider is your team's size and project management experience. Suppose you have a small group of relatively inexperienced project managers. In that case, you'll want to look for straightforward project management software that doesn't require much training.

However, you have a large team of experienced project managers. In that case, you'll want a robust tool that can handle a lot of data.

4. What is the learning curve like?

Before investing in any project management software, you'll want to ensure that it's something you and your team can use. Some software can be more complex than others, so finding something easy to learn is essential.

5. What are the features you're looking for?

When considering project management software, consider the features you're looking for. Do you need task management? Gantt charts? Resource management? Make a list of must-have features before beginning your search.

6. Is the software user-friendly?

The usability of the project management software is one of the most influential aspects to consider. Find simple software and navigate to get the most out of it.

7. What do other businesses use?

It can also be helpful to see what other businesses in your industry use. If they're using a particular program and are happy with it, that's a good sign. You can also ask them directly about their experience with the software. This can give you a better idea of whether or not it's the right choice for your business.

Investing inall in one agency management software can be an excellent way to streamline your workflow and improve your productivity. Be sure to ask these critical questions before investing in project management software.

Read Also: Marketing Agency Project Management Tool

Best Marketing Agency Project Management Software

What and why of marketing agency client management software have been discussed this far. Now, look at ten marketing project management tools that fit any marketing or creative agency's needs.

1. Trello


Trello is a all in one agency management software that helps you organize and track your projects. It is a simple and easy-to-use tool that can be used for any project size. It can be essential for handling creative projects.

With Trello, you can create project boards, add tasks, assign members to tasks, and track progress. You can also add comments and attachments to tasks and create checklists to help you stay on track with all the details.

Top Features

  • The main components of Trello are similar to how sticky notes are hung on a wall.
  • You can create your own Trello plugins and extensions using the open API.
  • Trello adapts its size according to the screen you are using.
  • The main features include Kanban boards, Gantt charts, marketing project tracking, requests for marketing campaigns, and project templates.


  • Trello has mobile apps for both the iPhone and Android.
  • Once you log in and join, the status of the team's projects is immediately visible.
  • You can express yourself and change the status of cards and boards with Trello stickers.


  • Initially, they promised limitless projects; however, both the free version and the commercial tool have restrictions.

2. Asana


Asana is a marketing project management tools that helps marketing agencies manage their projects and tasks. The software is cloud-based and available for free and a premium subscription. It is simple to use and has a straightforward user interface. Email integration, task management, team collaboration, and file-sharing capabilities are offered.

Read More: Digital Agency Project Management Software

Top Features

  • Numerous app integrations are available with Asana, including those with Google Calendar, Microsoft Teams, Gmail, and other applications.
  • You can swiftly update teams and stakeholders on the status of a project with real-time work reporting.
  • You can easily keep track of the status of your projects and obtain a clear picture of how you're doing in relation to your objectives.
  • Key features include Kanban boards, Gantt charts, marketing project tracking, file sharing, and time tracking.


  • Dependencies and custom labels/tags are two valuable feature additions in the premium edition.
  • Although Asana is very user-friendly, it also provides more sophisticated functions when you require them.
  • When working with a team, Asana is an excellent tool for project management with specified project timeframes.


  • Confined to tasks, projects, and to-do lists
  • There is no central tracking system.

3. Workzone


Workzone is a project management software designed for marketing agencies and creative teams. It is a cloud-based software with various features and tools for project management, teamwork, and communication.

Top Features

  • You get to see at a glance what each team member is working on and which projects are on track or lagging.
  • Individual to-do lists and email reminders automatically ensure your team stays on task.
  • You can view the status of all the projects being worked on by your team across departments, clients, or campaigns in-depth or in broad strokes.


  • Workzone is a marketing agency client management software program that runs on the cloud and is accessible from anywhere.
  • It provides various features and tools that facilitate collaboration and project management. Thanks to its free trial period, you can test Workzone before you buy it.


  • Getting familiar to the user interface might take some time.

4. ClickUp


ClickUp is another project management software that helps teams to be more productive and efficient. With ClickUp, teams can manage their work more effectively, get more things done, and communicate better with each other.

Check This: Agency Project Management Tool

Top Features

  • A text-based project can be run on ClickUp. It can be used by businesses that have an online presence and need to communicate with their clients.
  • ClickUp allows individuals to establish an online presence by publishing thoughts, ideas, or processes.
  • In ClickUp Docs, you can complete a project and give it to a different team member.
  • Use ClickUp forms to create online forms for your company.
  • Using the teamwork option from ClickUp Whiteboards, you can contribute comments and share your ideas with other team members.


  • The platform s customizable.
  • Customized statuses and fields
  • The capacity to both saves your templates and use pre-made templates.
  • Plus 1,000 integrations
  • There is a mobile app for it.


  • The mobile application has limited ClickUp views.
  • Learning curve because of the variety of features available

5. Workamajig


Workamajig is the only comprehensive marketing project management tools designed specifically to meet the demands of marketing agencies and internal creative teams. This unique, innovative project management tool gives you everything your agency will need to help your team focus on the work.

Top Features

  • Individual team members can be given duties through task management.
  • With its online services, you can manage projects from anywhere.
  • With team collaboration and marketing project tracking, you can manage marketing initiatives.


  • Workflow for projects is automated
  • Marketing firms use project templates for client reporting.
  • Project managers can launch marketing initiatives on the dashboard and monitor their success.


  • Project upgrades could take a lot of time.
  • The product needs to narrow its focus and stop trying to please everyone.
  • The features for collaboration could be more accurate and comfortable.

6. Flow


Flow is an online project management tool that helps you visually manage your projects. With Flow, you can create Kanban boards to track your progress, set deadlines, and collaborate with your team. Flow also offers a project timeline view, so you can see your project at a glance and track your progress over time.

Read Also: Creative Agency Project Management Tools

Top Features

  • Scaling up: Flow has a self-hosted functionality and expects scaling up to be highly helpful for large teams working on numerous projects. You can give your ideas various tags and distribute them among your team members.
  • Planning and scheduling: You can create recurring calendar events, including checklists across your teams. This enables you to make fresh instances of the program for any project you have or need to handle.


  • Outstanding for efficient team organization
  • 300+ connectors for smooth Microsoft product integration
  • The adaptability of an online or hybrid application to your functional requirements


  • Need to be equipped with a central orchestrator to provide centralized deployment and monitoring.

7. Monday.com


Monday.com is a all in one agency management software that enables teams to collaborate and get work done more efficiently. With Monday.com, teams can plan and organize their work, track progress and results, and communicate with each other more effectively.

Top Features

  • In addition to Kanban boards, it offers Gantt charts, Checklists, calendars, and Sharable Boards.
  • Building projects, tasks, subtasks, portfolios, marketing campaigns, groups, timetables, and chat rooms is possible.
  • A few examples of third-party programs are Jira, GitLab, Slack, and Google Drive integration.


  • You can finish tasks on time by using a process template.
  • It offers automated tasks and resource planning.
  • It offers a great dashboard for project reporting that can assemble data from various boards.


  • It can be difficult to track time against each activity and expense for a specific client.

8. Paymo


Paymo is a project management software that helps you manage tasks, project progress, and creative team collaboration. It is designed to make project management more accessible and efficient for teams.

Top Features

  • Paymo's time tracker lets you track the time spent on particular tasks.
  • Meetings, events, and other tasks can be planned to use various techniques.
  • You may share a whiteboard using OneDrive, Google Drive, Dropbox, and Box.com.
  • Customization: Offers a multilingual user interface and worldwide assistance


  • Instantaneous cooperation
  • An effective marketing project tracking tool
  • Cloud-based


  • Its user interface is less user-friendly than several others on this list.
  • It has a high adoption learning curve

9. Hive


Hive is a web-based marketing agency client management intended to assist users in managing projects and tasks by keeping tabs on time, effort, resources, and deadlines.

Check This: Agency Project Management Tool

Top Features

  • Action cards: They help define the necessary actions.
  • It enables you to set up projects in accordance with the type of work required.
  • You can assign tasks to team members and keep track of them using project management.
  • Utilizes timers to track how much time is spent on each task.
  • Complete marketing project tracking
  • Use an attachment manager to organize and manage the numerous attachment types you can utilize for your project.


  • Fifty or more native integrations
  • A two-factor authentication system
  • Endless tasks


  • Limited mobility capabilities
  • Fails in creating dependent tasks

10. ClientVenue


Any marketing agency should use ClientVenue as its central platform because it simplifies managing client requests and projects. You are granted access to a safe agency site where you may manage your employees, reports, tasks, timesheets, and clients.

Marketing teams can track projects and manage tasks with ClientVenue, a configurable project management platform. It's simple to use and keeps you organized so you can complete your work on schedule and within a budget.

Comparatively speaking, ClientVenue's setup is more straightforward than other programs. Adding clients, teams, portals, services, invoices, and projects is simple. You are instructed to add all your data by following a few easy steps after logging into your account.

Small businesses can use ClientVenue to manage projects by allowing access to their staff or clients.

With ClientVenue, you can switch from manual onboarding to efficient, straightforward self-service and automated onboarding. As a result, rather than completing the arduous work yourself, you can concentrate on growing your business.

The user interface of ClientVenue is quite good. You can get used to the UI very quickly. Moving between the various sections is also straightforward.

Top Features

  • With the help of this marketing agency client management software, agencies can manage client inquiries, marketing workflows, projects, teams, and billing.
  • Make the switch from a manual checkout process to a self-serve one for your high-touch onboarding.
  • To prevent delays, you get a 360-degree view of your entire project.


  • To concentrate on the most crucial tasks for your agency, use templates and repeatable standard processes for all workflows.
  • Using team chat rooms, you can quickly assemble all the teams to work on projects.
  • Change the logo, color scheme, and design of your website to match your brand's look so that it appears natural.


  • I have not found any cons with this platform.

Why ClientVenue is the Top Project Management Software for Marketing Agencies

ClientVenue is the Top Project Management Software

ClientVenue is a all in one agency management software that helps you keep track of all your projects from start to finish. It's easy to use and has many features that make it perfect for marketing agencies. With ClientVenue, you can easily manage your projects, deadlines, and team members.

ClientVenue is also great for collaboration. With its real-time commenting and task assignment features, you can easily keep your team on the same page. And with its chat feature, you can easily communicate with your team members no matter where they are.

If you're looking for marketing agency client management tools to help you build your marketing agency from the ground up, ClientVenue is a perfect choice.

Let's look at some of the exciting features of ClientVenue that make it stand out among the rest.

ClientVenue Features

1. Project Management Features

ClientVenue's project management dashboard is an outstanding tool for managing complicated activities. You can set project timelines and see your tasks and projects. Agencies and external clients can add efficiency and productivity to their marketing processes.

ClientVenue Features

This is a fantastic tool for managing complicated activities and adding value to your marketing processes.

2. Reports

As a project manager, reports are essential for staying on top and keeping your job easy. ClientVenue reports show you the name and function of the assignee, the number of tasks and the number of tasks completed, the tracked time, and standup reports for the past 7, 14, 30, 60, and 90 days.


This allows you to see how people are performing and identify areas where improvement is needed.

3. Storage Management

Keep all client-related resources and paperwork in one place. Your shared disks and URLs won't need to be linked regularly. After you remove your resources from your dedicated disk, copy them to one location.

Storage Management

4. Training and Onboarding

You have more time to concentrate on expanding your company. ClientVenue makes it simple to onboard new customers. Other options include automated onboarding and self-service. You can also invite clients to manage their requests after you've onboarded them.

Training and Onboarding

5. Personalized Experience

You gain access to your branding, security, plans, profile, integrations, and resource management. You can customize your gateway for a better user experience. One aspect of this is to white-label your email and gateway.

Personalized Experience

You can update your passwords and obtain your API key under security. You get a summary of your support, payment, marketing, and other integration.

6. Client and Teams

You can access a protected portal that displays the customer's requests, contacts, inactive contacts, and company by navigating to the client section. The payment status is even visible. The best aspect is how quickly you can add a new client or clientele.

Clientvenue Client and Teams

The team section displays both authorized and pending teammates. You get a list of the team members' names, roles, responsibilities, and statuses.

Client and Teams

The team member's name, authorization, and registration date are under "Under Approval."

7. Invoicing and Billing

In this section, you can view a summary of your bills and services. In the invoicing section, you may examine your invoices, whether they are paid, pending, or drafts. The items, total, status, and date of issuance of specific customer invoices are also available.

 Invoicing and Billing

ClientVenue Integrations

ClientVenue offers an entourage of features that make managing your projects and campaigns easy. But did you know that you can also integrate your account with additional marketing project management tools like Slack, Zapier, and Stripe?

Build Your Marketing Agency with ClientVenue

With these integrations, you can easily keep track of your campaign progress and handle every aspect of your project from a single location. Plus, the integration with Zapier makes it easy to automate tasks and keep your team organized.

If you're looking for a more efficient way to manage your marketing projects, check out ClientVenue. With its range of integrations, you'll be able to get the most out of your campaigns.

ClientVenue Pricing

When it comes to pricing, ClientVenue is quite open. It provides the best project management solutions at reasonable prices.

Plans from ClientVenue include

  • Business plan for $15 per month
  • Enterprise plan for $25 per month
advanced project management

Both programs also have a 14-day free trial period. You will receive an additional two months for free if you pay for their annual subscription.

Read Also: Project Management Tool for Web Design Agency

Build Your Marketing Agency with ClientVenue

creative project management software

As a marketing agency, you always look for ways to improve efficiency and optimize your workflow. ClientVenue is the perfect marketing agency client management to help you do just that.

But what makes ClientVenue the ideal choice for marketing agencies is its flexibility. ClientVenue is highly customizable, so you can tailor the software to fit your specific needs. And with our wide range of integrations, you can easily connect ClientVenue with the other marketing project management tools you use to run your business.


With ClientVenue, you can easily create and manage your projects, tasks, and team members all in one place. Plus, ClientVenue's features are designed specifically for agencies, so you can be sure you're getting the most out of the marketing agency client management software.

If you're looking for an all in one agency management software that will help you streamline your workflow and improve your efficiency, ClientVenue is a perfect choice.

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